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Home > Institutional Investor > Portside Wealth Group, Llc > Profile

Instuitional Investor - Portside Wealth Group, Llc

Fund Profile
Filing Period:
Fund Name: Portside Wealth Group, Llc
Portfolio Value $613,349,632
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 407,333 $20,623,290 3.36%
2.
Amazon Com Inc
 AMZN 98,112 $18,666,789 3.04%
3.
Microsoft Corp
 MSFT 44,787 $16,812,438 2.74%
4.
Spdr Series Trust
 190,185 $15,285,130 2.49%
5.
Visa Inc.
 V 35,481 $12,434,798 2.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)